First, channel service, which is the most basic service, is that your entrusted stock trading should be reported to the exchange through the system of securities companies for trading. In this way, securities companies are required to provide perfect trading software to ensure that your declaration can be delivered to the exchange quickly, safely and efficiently. This is actually very important. If you can't do this, don't think about it. The trading system includes software, web pages and mobile applications.
Second, research on information services should be the foundation for brokers to gain a foothold in this industry. In the final analysis, the broker is the seller. You don't research well, and the seller doesn't serve the buyer well. This can focus on official WeChat accounts, brokers, or online research reports. You can also focus on the annual major selection to identify the research strength of securities firms, such as the selection of securities analysts by other financial websites such as New Fortune and CBN.
Third, asset allocation services, also known as integrated wealth management services. Now brokers can do a very comprehensive business, not only speculating in stocks, but also developing into wealth managers of customers. So you have to look at all kinds of financial management of brokers, how the income is, and whether it can meet your basic needs.
Fourth, daily relationship services, such as tips on new shares, tips on major shareholding events, daily information services, quarterly and annual customer exchange services, daily software, stocks and other consulting services.
That's about it. In addition, the services of some brokers are now grounded. If you have any special needs, you can contact them.